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Welltower
WELL

Name Holding Trade Value Shares
Change 		Change in
Stake
AIM
501
Anchor Investment Management
South Carolina
$499K – – –
FMC
502
First Merchants Corp
Indiana
$494K +$227K +2,608 +92%
9WM
503
9258 Wealth Management
Ohio
$492K +$435 +5 +0.1%
RFC
504
Regions Financial Corp
Alabama
$491K -$16.9K -194 -3%
SXL
505
Summit X LLC
Missouri
$477K -$15.4K -177 -3%
AIL
506
AGF Investments LLC
Ontario, Canada
$476K +$135K +1,548 +42%
HAG
507
HighPoint Advisor Group
Illinois
$474K -$5.74K -66 -1%
CMBA
508
C.M. Bidwell & Associates
Hawaii
$472K -$3.92K -45 -0.9%
FMII
509
Farmers & Merchants Investments Inc
Nebraska
$470K +$783 +9 +0.2%
JSL
510
JT Stratford LLC
Georgia
$469K -$75.6K -869 -14%
ACS
511
Archford Capital Strategies
Illinois
$468K +$348 +4 +0.1%
DCM
512
Donaldson Capital Management
Indiana
$464K +$89.7K +1,031 +25%
WSCM
513
Wellington Shields Capital Management
New York
$462K – – –
SMC
514
Smith, Moore & Co
Missouri
$462K +$1.3K +15 +0.3%
FQ
515
First Quadrant
California
$461K – – –
WAP
516
Wealthcare Advisory Partners
Pennsylvania
$455K -$29.1K -334 -6%
VIA
517
Vident Investment Advisory
Georgia
$455K +$15.7K +180 +4%
WS
518
Wedbush Securities
California
$455K +$47.6K +547 +12%
STMM
519
South Texas Money Management
Texas
$453K +$435K +4,995 New
KFS
520
Kurt F. Somerville
$452K – – –
AAM
521
Azzad Asset Management
Virginia
$452K +$435K +4,995 New
EW
522
Evoke Wealth
California
$435K +$418K +4,803 New
FPS
523
Fieldpoint Private Securities
Connecticut
$434K – – –
GT
524
Glenview Trust
Kentucky
$433K +$65.9K +757 +19%
APC
525
Aspire Private Capital
North Carolina
$427K -$427K -4,910 Closed
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